For the second quarter of 2026, Himax Technologies is expected to report consensus revenue of $223.0 million and EPS of $0.10, while the stock currently trades at $14.18 against a bullish average analyst price target of $23.70.
Investors are primarily focused on the company's gross margin recovery, with Q2 2026 analyst consensus aligned with management's 32% guidance target. This margin expansion is expected to be driven by a significant rebound in high-value automotive display driver ICs and the commercial ramp-up of new Tcon projects.
Following a trough in Q1, market participants are looking for evidence that new design wins in AI-driven WiseEye sensing and OLED technologies will provide sustained growth through the second half of 2026.